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iShares MSCI EAFE Small-Cap ETF
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Overview Fund Activity

607 hedge funds and large institutions have $9.06B invested in iShares MSCI EAFE Small-Cap ETF in 2021 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 240 increasing their positions, 181 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
607
Holders Change
+37
Holders Change %
+6.49%
% of All Funds
10.69%
Holding in Top 10
35
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.62%
New
80
Increased
240
Reduced
181
Closed
37
Calls
$675K
Puts
$5.73M
Net Calls
-$5.05M
Net Calls Change
-$1.48M

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
+$507M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$162M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$96.8M
4
AssetMark Inc
AssetMark Inc
California
+$88.4M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$85.4M

Top Sellers

1
SS
Simplicity Solutions
Minnesota
-$47.9M
2
Jane Street
Jane Street
New York
-$35.6M
3
BSW
Buckingham Strategic Wealth
Missouri
-$22.1M
4
FWCM
Ferguson Wellman Capital Management
Oregon
-$16.9M
5
MIS
Morningstar Investment Services
Illinois
-$12.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWM
276
PBMares Wealth Management
Virginia
$1.36M +$393K +5,466 +41%
BFA
277
Beaumont Financial Advisors
Massachusetts
$1.36M +$1.03M +14,377 +320%
DY
278
Dowling & Yahnke
California
$1.34M -$270K -3,762 -17%
IRC
279
Investors Research Corp
Georgia
$1.3M +$581K +8,089 +81%
DADC
280
D.A. Davidson & Co
Montana
$1.29M +$155K +2,164 +14%
CWA
281
Cornerstone Wealth Advisors
Minnesota
$1.26M +$1.26M +17,485 New
WCF
282
West Coast Financial
California
$1.23M -$18.7K -260 -1%
PA
283
Parallel Advisors
California
$1.21M +$74.1K +1,031 +7%
BAM
284
Belpointe Asset Management
Nevada
$1.19M -$326K -4,535 -21%
AP
285
Adero Partners
California
$1.18M +$5.39K +75 +0.5%
LAS
286
Lloyd Advisory Services
Georgia
$1.16M -$66.8K -929 -5%
MFG
287
Magnus Financial Group
New York
$1.15M -$103K -1,433 -8%
PP
288
Prudential plc
United Kingdom
$1.15M -$101K -1,400 -8%
RIM
289
Rockbridge Investment Management
New York
$1.14M +$19.9K +277 +2%
SMG
290
Smart Money Group
Texas
$1.13M +$287 +4 +0%
GA
291
GFS Advisors
Texas
$1.12M -$61.9K -862 -5%
WFAG
292
Wescott Financial Advisory Group
Pennsylvania
$1.12M -$718 -10 -0.1%
AIM
293
Alhambra Investment Management
Florida
$1.1M +$1.65K +23 +0.2%
SLT
294
St Louis Trust
Missouri
$1.07M +$374K +5,212 +54%
APC
295
Asset Planning Corporation
Tennessee
$1.06M -$12.4K -173 -1%
ATC
296
Argent Trust Co
Tennessee
$1.05M -$81.3K -1,132 -7%
NFP
297
Narus Financial Partners
Utah
$1.03M +$1.03M +14,372 New
KAS
298
Kestra Advisory Services
Texas
$1.02M +$567K +7,889 +125%
HSBC Holdings
299
HSBC Holdings
United Kingdom
$1M +$1M +14,000 New
VFPI
300
Vantage Financial Partners (Illinois)
Illinois
$977K +$158K +2,195 +19%
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12
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